2 дня назад
Relationship Manager Senior
78 970 - 126 140$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager Senior (Banking/Sales): Acquiring and expanding small-business and personal client relationships through financial advice, portfolio management, and cross-selling with an accent on business development, regulatory compliance, and risk management. Focus on analyzing client financials, structuring tailored banking solutions, and building new business through networking and community presence.
Location: In office at 525 South Flower Street, Los Angeles, California, US
Starting base salary: $78,970–$126,140 per year, plus eligibility for bonus and/or commissions.
Company
is a financial services company and subsidiary of Royal Bank of Canada, serving entrepreneurs, businesses, and personal banking clients.
What you will do
- Acquire new small-business and personal clients and deepen existing relationships through cross-selling.
- Manage a client portfolio and provide tailored financial advice across deposits, investments, credit, loans, and lines of credit.
- Develop and apply a disciplined business development, sales, and service plan.
- Deliver consistent client experiences, resolve escalations, and coordinate with internal partners.
- Build community visibility through networking, civic affairs, and business or industry organizations.
- Manage lending, operational, regulatory, and credit risks while complying with bank policies.
Requirements
- Bachelor’s degree or equivalent.
- At least 5 years of direct sales experience.
- At least 5 years of experience in a financial institution.
- Good standing under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act), with registration or licensing in the Nationwide Mortgage Licensing System and Registry, or eligibility to register.
- Knowledge of personal and business banking products, financial statements, negotiation, and economic conditions.
- Strong understanding of regulatory requirements, including CIP, KYC, and applicable bank policies.
Culture & Benefits
- Medical, dental, and vision coverage available from the first day of the month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal training resources.
- Vacation, sick, and volunteer time.
- Health, family planning, fertility, and specialized support programs.
- Career mobility support and colleague resource groups.
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